---
title: Example: Creating a Report Action (CAD)
slug: neurons-for-itsm/admin-user-help/enu/latest/example-creating-a-report-action-cad
createdAt: 2026-07-14T19:16:49.844Z
---

You can use the **Create Report** action to run an existing report against selected records. For example, you can create a printable report that lists selected items in a record.

For the **Run Report** action, the application does not support user prompts.

See [Run Report Action](docId\:OnQTIWdMFRqpvijLYK0CA).

1. From the Configuration console, click **Build > Automation Tools > Quick Actions** to open the **Actions Manager** workspace. The list of business objects that have actions appears.
2. Click **Add/Edit** for the **Incident** business object. The Actions Center appears.
3. Click the **Create New Actions** tab.
4. Select **Run Report**. The **Run Report** action appears.
5. Enter information as needed in the following fields:

:::Paragraph{indent="1"}
*Report Action*
:::

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| Field                        | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| ---------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Enter action name            | A unique name for this action, such as Print My Report.                                                                                                                                                                                                                                                                                                                                                                                                           |
| Enter action description     | Enter **report action**.                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| Enter category               | The category. From the drop-down list, select **Form Actions**.                                                                                                                                                                                                                                                                                                                                                                                                   |
| Report Name                  | The name of the report. Select **Print Incident** from the drop-down list. The report parameters appear below. Only reports that are configured to run for actions are listed.  After you select a report, the application displays the corresponding report parameters.                                                                                                                                                                                          |
| Can run for multiple records | Enables users to select multiple incident records and run the **Print** action. When enabled, you can select multiple records in the incident list view.<br />If you select this option, you must include the primary key field of the business object (for example, the RecID) as a report parameter. When running the report for multiple records, the application collects the RecID of the current business object and sends it to the report for processing. |

6. Map the report parameters to the current business object fields by doing the following:

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a. Double-click the **Source Value** field for the **RecID** parameter to activate it. The **Edit Expression** window appears.
:::

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b. In the Expression Editor, enter **RecID**. The application displays $(RecId).
:::

:::Paragraph{indent="1"}
*RecID Field*
:::

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/eHaouya0swfOzd-yNtcUy_qareportrecid.png" position="flex-start" size="40" initialPath="../../../../Resources/Images/help-images/qa_report_recid.png" githubPath="Content/Resources/Images/help-images/qa_report_recid.png" showCaption="false" width="856" height="455" darkWidth="856" darkHeight="455" indent="1"}

:::Paragraph{indent="1"}
c. Click **Save**.
:::

:::Paragraph{indent="1"}
d. Double-click the **Source Value** field for **Show Journal**, then enter **yes**.
:::

:::Paragraph{indent="1"}
e. Double-click the **Source Value** field for **Show Assignment**, then enter **yes**.
:::

7. From the **Actions Settings** tab, set the following:

| Field      | Description                                                                                                                                          |
| ---------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| Publish to | Click the drop-down menu and select the roles that need access to this template (such as administrator, Service Desk Analyst, Service Desk Manager). |
| Hide in UI | Leave this option unchecked to make this template available to the Neurons for ITSM user roles that you publish to.                                  |

8. Click **Save**. The action now appears on the list of actions.